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portrait of Chris Carlson
FINANCIAL ADVISOR

Chris Carlson

CFP®
6739 Courtland Dr NE, Suite 202, Rockford, MI 49341opens in a new window
CallSend Me a Message

About Chris

Growing up, I knew I wanted to have a career in which I could help people. What I didn't know was the path that would lead to being a financial advisor with Edward Jones.

As a financial advisor, I enjoy the opportunity to partner with clients through many milestones and transitions. Whether it's planning for retirement, navigating a job, career or life change, saving for the education of your children or grandchildren, or protecting the financial future of the ones that we care the most for, we take the time to identify each goal and develop a strategy to address it....

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Charitable Giving

Work History

  • Edward JonesJanuary 1999 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of ChicagoMBA (Masters of Bus Admin)
  • Elmhurst CollegeBachelors

Personal Interests

  • Spending Time with Family
  • Basketball
  • Traveling
  • Golfing
  • Pickleball

Team Members

  • Natalie Filker
    Associate Financial Advisor
  • Jill McCarthy
    Sr. Branch Office Administrator
  • Robin Nunn
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(616) 874-8335

Fax

(877) 598-8805

Office Address

6739 Courtland Dr NE
Suite 202
Rockford, MI 49341opens in a new window

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